S&P Global (SPGI) Stock News

S&P Global (SPGI) released a major update to Capital IQ Pro, led by an expanded ChatIQ conversational AI that now integrates multi-source analysis, screening, and charting. New tools include AI-powered Excel modeling, presentation creation, enhanced valuation and credit analytics, private market benchmarks, and beta portfolio insights.

S&P Global Ratings launched its Vault Risk Assessment, a forward-looking opinion on risks in digital asset lending vaults. Total deposits in such vaults reached $10 billion as of September 2026, up from $1.5 billion in September 2024. The assessment covers six risk factors including portfolio credit quality, liquidity mismatch, and protocol risk.

The September reading of 55.9 is up from 53.9. Factory hiring hit a five-year high. AI-related spending supported demand. Export orders declined for a 15th straight month.

RatingsXpress credit data from S&P Global Ratings is now accessible via the S&P Global AI Data Portal. Deterministic Retrieval is available immediately; Adaptive Retrieval for complex, multi-dataset queries is expected in weeks.

S&P Global is exploring a separation of Capital IQ Pro, its flagship financial data and research platform. Options include a public listing with a valuation in the high single-digit billions. Talks are early and may not proceed. A standalone entity would compete more directly with FactSet and LSEG.

The August flash composite PMI printed at 56.0, above both the prior month's 54.5 and the consensus estimate of 54.0. The services PMI also beat at 56.8, while manufacturing slightly missed at 53.2.